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How to import BAI2(Credit card transactions) type file into Dynamics 365

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Posted on by Muhammad Irfan Ayoub

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Hi folks,

Greetings, I want to import credit card transactions into dynamics 365 which file type is BAI2. Please suggest how can I achieve it. I have tried the epenseManagement>Periodic tasks> credit card transaction. But the system asks for a transform file but we don't have any file without BAI2.

Many thanks,

Muhammad Irfan Ayoub.

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WillWU 22,361 on at

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Hi Muhammad,

Please check this document:

docs.microsoft.com/.../set-up-advanced-bank-reconciliation-import-process

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Kamran awan 10 on at

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Hi Will,

The setup you shared is for Advance bank reconciliation which is working fine, the question put by Muhammad Irfan is to Import BAI2 credit card file in Expense management module not for Advance bank reconciliation

Regards,

Kamran Awan

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Ludwig Reinhard Microsoft Employee on at

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Hello Muhammad,

Eugen posted some related blogs about this.

Please check the following sites:

erconsult.eu/.../

docs.microsoft.com/.../visa-vcf-plain-text-credit-card-statement-into-dynamics-ax-with-xslt

Best regards,

Ludwig

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Muhammad Irfan Ayoub 134 on at

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Hi Ludwig,

I have not got any help from these blogs. I want to import the BAI2 type file into dynamic 365 F&O but in blogs, he is talking about ax 2012.

Please tell me any link related to dynamics 365.

Many thanks,

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Sukrut Parab 71,710 Moderator on at

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file with Bai2 is for bank statement . You can check instructions stated in below blog and see if it helps you.

cloudblogs.microsoft.com/.../

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